When a customer places an external order, you can set what authorization level you would like the orders to have against both the main company and the individual location.
As a default, the locations are set to Company Default, pulling the method from the main company itself.
There are three options for External Orders:
- Do Not Auto Authorize - This option means that external orders will not be automatically authorized for the company. You will have to go to Imported Orders and manually authorize the order itself
- Auto Authorize and Create Outstanding Sales Order - The order will be authorized and an accompanying Sales Order created, ready for you to check over and complete when happy
- Auto Authorize and Complete Sales Order - The order will be authorized, and accompanying Sales Order created and completed. This will send the order to the next stage of the order process.
To Enable External Order Authorization Options:
- In Administration, go to System Keys > External Orders System Keys and ensure Automatically Authorize External Orders where possible is set to Y
To Change the External Order Authorization of a Company:
- Search for the account you would like to alter, double click into it and go to the Customer tab.
- In this screen, you will see a drop-down option labelled External Orders
- Select the option you would like for the company and hit Save
To Change the External Order Authorization of a Location:
- In the account, click into the location you would like to amend
- In the Details tab, you will see a drop-down option labeled External Orders
- Select the option you would like for the company and hit Save